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Added 9 mins ago
TS
Senior Associate, Business Development
Thane Stenner - Stenner Wealth Partners+
Vancouver, BC
- Full-time
Support Principal Advisor, Thane Stenner and other team partners, to drive business development and prospecting initiatives.
Added 9 mins ago
IP
Wealth Management Licensed Assistant
IG Private Wealth Management
Brandon, MB
- Full-time
Provide administrative and operations support to Advisor Team.
Added 9 mins ago
TS
VP, Debt Capital Markets, Corporate & Investment Banking
TD Securities
Toronto, ON
- Full-time
…and other corporate decision-makers, serving as a strategic advisor on capital structure, market conditions, and financing…
Added 9 mins ago
S
Talent Acquisition Business Partner , Pharmacy (contract)
Sobeys
Calgary, AB
- Contract
Act as a trusted advisor to business leaders, offering tailored staffing solutions and building strong, collaborative partnerships.
Added 9 mins ago
T
Advisor, Analytics Consulting
TransUnion
Burlington, ON
- Full-time
As an Advisor, Analytics Consulting, you will serve as the primary delivery lead for client-contracted analytics consulting engagements focused on credit risk management and business…
Added 9 mins ago
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ADVISOR, BRANDING AND MARKETING COMMUNICATIONS II
BDC
Montreal, QC
- Full-time
Opportunities for learning, training and development, and much more...
Added 11 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
…Reporting to the regional manager, you will team up with a wealth advisor to offer an exceptional client experience. Collaboration and partnership will be key to your…
Added 11 mins ago
CL
Service Support Associate
Canada Life
Vancouver, BC
- Full-time
System updates related to client and advisor changes
Added 11 mins ago
GB
Manager, Learning, Well-being & Engagement
Georgian Bay General Hospital
Midland, ON
- $121,000 to $133,984 CAD / year
- Full-time
Serve as a trusted advisor to leaders on learning, leadership development, organizational effectiveness, and workforce development best practices.
Added 13 mins ago
UO
Finance Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 13 mins ago
UO
Finance Partner
University of Alberta
Camrose, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 28 mins ago
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Toronto, ON · Ottawa, ON
Actively participating in team learning initiatives and contributing to team performance goals.
Added 28 mins ago
T
Audit Manager II, Financial Crimes Audit, High Risk Areas (667)
TD
Toronto, ON
- Full-time
…a Financial Crime Professional, resilient, dynamic, trusted advisor and adaptive leader with knowledge and experience with facets of the Financial Crime Risk Management Program including…
Added 41 mins ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
Vancouver, BC
- Contract
by supporting the advisor in regular reviews of portfolios including entering client trades as directed by the client or Advisor and identifying client needs
Added 41 mins ago
C
Conseiller(ère) stratégique expert(e) en gouvernance, données et IA
CGI
Montreal, QC
- Full-time
We are seeking a Strategic Advisor with expertise in governance, data, and AI to support executive leadership, governance committees, and business stakeholders in defining visions,…
Added 41 mins ago
S
Senior Manager, Business and Wealth Transition - Ottawa, ON
Scotiabank
Ottawa, ON
- Full-time
Actively participating in team learning initiatives and contributing to team performance goals.
Added 41 mins ago
MU
Director, Health, Safety and Environment - Health Safety and Environment
MacEwan University
AB · Edmonton, AB
- Full-time
…and dynamic academic environment. You will serve as a trusted advisor to senior leadership, guiding the institution through emerging risks, regulatory requirements, and opportunities to…
Added 43 mins ago
D
Advisor, General finance and accounting
Desjardins
Montreal, QC · Levis, QC
- Full-time
As a finance and general accounting advisor, you help manage financial accounts in accordance with the organization’s objectives by producing reports; performing audits, inspections and…
Added 43 mins ago
D
Personal Finance Advisor
Desjardins
Quebec, QC · Caisse Desjardins de l'Université Laval
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 43 mins ago
D
Client Financial Services Agent
Desjardins
Saint-Boniface, QC · Caisse Desjardins de Saint-Boniface
- Full-time
Action oriented, Communicates effectively, Customer Focus, Differences, Interpersonal Savvy, Nimble learning, Situational adaptability
Added 43 mins ago
D
Personal Finance Advisor
Desjardins
Sainte-Adèle, QC
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 43 mins ago
D
Wealth Management Advisor
Desjardins
Saint-Alexandre-de-Kamouraska, QC · Saint-Pascal, QC · Caisse Desjardins du Centre Est de Kamouraska
- Full-time
As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your…
Added 43 mins ago
B
Client Service Associate
BMO
Vancouver, BC · FBT
- Full-time
Added 43 mins ago
KS
Energy Sales Advisor (Part-Time/Full-Time)
Kognitive Sales Solutions
Leduc, AB
- Full-time
- Part-time
Embrace a mindset that values learning, development, and adaptability to drive personal and organizational growth.
Added 43 mins ago
KS
Energy Sales Advisor (Part-Time/Full-Time)
Kognitive Sales Solutions
St. Albert, AB
- Full-time
- Part-time
Embrace a mindset that values learning, development, and adaptability to drive personal and organizational growth.

Equitable

Marketing Specialist

Waterloo, ON, Canada

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Job details

Posting language: English
Posted: Oct 6, 2026

Original job description

At Equitable, we believe work should be a place where you feel supported, inspired, and empowered to grow. In our caring and collaborative environment, your curiosity is encouraged, your passion is recognized, and your contributions truly matter. Together, we create meaningful impact, for our clients, our communities, and each other.

The Opportunity:  At Equitable, we believe great things happen when we work together. We’re a Canadian mutual company driven by purpose - putting people first and helping Canadians protect today and prepare for tomorrow. If you’re passionate about making a difference and growing your career in an inclusive and collaborative environment, we’d love to hear from you.

Our culture is built on care, passion and curiosity. We put people above all else, strive to be our best and welcome new ideas to deliver positive outcomes.

As a Marketing Specialist, Individual Wealth, you will support the development, maintenance and execution of advisor and client-facing marketing materials and communications. Working closely with the Manager, Individual Wealth, Marketing Consultants, Product, Compliance and Corporate Marketing teams, you will help deliver engaging and accurate content that supports our wealth products and enhances the advisor experience. You will also support the development of advisor and client communications for diverse audiences across Canada, helping ensure content is accessible, relevant and aligned with the needs of our distribution partners.

Join one of the region’s top employers and be part of something that truly makes a difference.

Work Arrangements: This is a hybrid role. You will work in our office in Waterloo, ON a minimum of two (2) assigned, consecutive days every other week, plus a fifth (5th) assigned day per month. You are welcome to work from the office more than the minimum requirement and there may be some roles that are required to work in our office more than the minimum requirement.

What you’ll do:

Support the development, maintenance and ongoing enhancements of advisor and client-facing marketing materials including brochures, presentations, sales support tools, web content and product communications.
Collaborate with subject matter experts to update and maintain marketing content, ensuring information is accurate, compliant and aligned with Individual Wealth objectives.
Support and maintain Individual Wealth digital properties including website content updates and marketing resource pages.
Assist in executing marketing campaigns, product launches and communication initiatives.
Coordinate project deliverables, reviews, approvals and timelines across Marketing, Product, Compliance, Corporate, Brand, Legal and other business partners.
Provide proofreading support for creative and/or technical internal and external communications (including (brochures, guides, flyers, presentations).
Monitor the Individual Wealth Marketing inbox and provide timely responses to advisors and internal stakeholders.
Contribute to reporting on digital content performance and campaign metrics, identifying opportunities for continuous improvement.
Help ensure marketing materials and communications comply with corporate standards, accessibility requirements, regulator expectations and Fair Treatment of Clients policy.
Maintain strong attention to detail throughout all stages of content development, review and production.

What you’ll bring:

Three to five years of financial services industry experience, particularly in the marketing of wealth and insurance products.
Post secondary education in Business, Marketing, English, Communications, or related discipline.
Analytical mindset with experience reviewing digital metrics and identifying opportunities for improvement.
Strong writing, editing and proofreading skills.
Ability to collaborate with other Marketing and Product experts, Compliance, Legal, designers and suppliers as well as various levels of management.
Strong organizational and project management skills with the ability to manage multiple tasks at the same time.
Experience working within a regulated environment and managing content through compliance reviews and approval processes is an asset.
Customer-focused approach with a commitment to supporting advisor and client needs.
Experience working with creative teams, designers and external vendors is an asset.
Bilingual, spoken and written (French and English) considered an asset.
Spoken and written Chinese (Mandarin) also considered an asset.

What’s in it for you:

Career Growth: Regular learning sessions and development opportunities 
Total Rewards: Incentive pay, annual salary reviews, employer-paid benefits and pension matching 
Time Away: Competitive vacation plus one paid volunteer day each year
Flexibility: Healthy work-life balance with employee wellness always top of mind, complemented by a “dress for your day” approach

We’re committed to fair pay and an inclusive, accessible hiring experience. If you need accommodations or alternative formats at any stage, just reach out to us at careers@equitable.ca. We’re happy to help.

If you’re selected to move forward, our Talent Acquisition team will walk you through all the details of our total rewards program, so you know exactly what’s included. This position is open and we are excited to find the right person to join our team. Your base pay will be based on your skills, qualifications, experience and education.

At Equitable, your resume will be reviewed by real people and all hiring decisions are made by our recruiters and hiring managers. AI tools may be used to support administrative and productivity tasks throughout the recruitment process, but we believe that evaluating experience, skills, and talent potential requires meaningful human interaction.

As part of our commitment to maintaining a secure and trusted workplace, candidates selected to move forward in the recruitment process will be required to complete a background screening in accordance with company policy.

Reports To: Manager, Individual Wealth Marketing
Department: Individual Wealth
Term: Permanent Full-Time

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More about this job

Responsibilities

The Marketing Specialist will support the development and execution of advisor and client-facing marketing materials for Individual Wealth products. They will collaborate with cross-functional teams to ensure content accuracy, compliance, and alignment with corporate objectives.

Requirements

Candidates must have three to five years of financial services experience, specifically in wealth or insurance marketing. A post-secondary degree in a relevant field such as Business, Marketing, or Communications is required.

Skills

Marketing communications
Content development
Financial services
Wealth management
Project management
Digital metrics
Proofreading
Copywriting
Compliance
Stakeholder management
Analytical skills
Customer-focused
Marketing campaigns
Product marketing
Communication strategy

Benefits

Incentive pay
Annual salary reviews
Employer-paid benefits
Pension matching
Competitive vacation
Paid volunteer day
Learning sessions
Development opportunities

Visa sponsorship

Not detected in the job text

Keywords

Marketing Specialist
Individual Wealth
Financial Services
Insurance
Wealth Products
Advisor Communications
Digital Content
Marketing Campaigns
Compliance
Project Management
Proofreading
Analytical Mindset
Stakeholder Management
Brand Management
Regulatory Compliance
Fair Treatment of Clients
Content Development
Marketing Materials
Sales Support
Web Content

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